Lang Capital

The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, preparing Investment Policy Statements and, where authorized, managing accounts on a discretionary basis. It oversees about $106 million in client assets across roughly 152 accounts and offers access to third‑party managers through program platforms.

Its investment process draws on multiple methods of analysis — including fundamental, technical, quantitative techniques and modern portfolio theory — and employs a range of strategies from long‑term holdings to short sales and options trading. The firm also selects and monitors external managers via a turn‑key asset management program (TAMP) and offers client accounts through a wrap‑fee structure administered by a sub‑advisor.

Noteworthy for a firm of its size, it acts as a sponsor of a wrap fee program and is affiliated with an insurance company that issues fixed indexed annuities and life insurance, with firm personnel licensed to offer commissionable insurance products (a disclosed potential conflict of interest). The firm also uses a broader set of investments than many peers — including private equity, hedge funds, and precious‑metals ETFs — and consolidates third‑party manager arrangements within its wrap program.